Circle of Wealth®
Help articles for the latest version of the Circle of Wealth® software.
Getting Started
- ★ NextGen Overview
- PEM Functionality & Linked Presentations
- Update Your Logo & Photo in the Software
- The PEM & Spending Game to demonstrate cash value life insurance
- NextGen Download the Software
- Dashboard & Navigation Quick Tour
Configuring Your Settings
How To Videos
- ★ Import Contact cow4 File
- Add my "Pushpin" to the Referral Center Map
- How to Turn on Contact Privacy Mode
- Retirement Ready or Not Show Company Match
- Retirement Ready or Not Functionality Walk-Through
- How to Change Target Culture to Canadian in NextGen
FAQs
Import / Export
- How to Import a Contact File (cow4)
- Import /Export Overview
- Export & Import Legacy COW file into NextGen
- Import Contacts via a CSV File
- Import Legacy Custom Presentation
- Import Legacy Spending Game